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Mowery & Schoenfeld Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-202
Closed -$7.96K – 467
2025
Q1 		$7.96K Buy
+202
New +$7.89K 0.02% 279

Other funds holding XLU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's XLU Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2025, closing a stake of 202 shares — an estimated $7.96K sold.

Mowery & Schoenfeld Wealth Management first reported a position in XLU in Q1 2025 and held it in 1 quarter. The position peaked at $7.96K in Q1 2025. 1,394 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 202 State Street Utilities Select Sector SPDR ETF shares in Q2 2025, an estimated $7.96K.
  • Mowery & Schoenfeld Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $7.96K in Q1 2025.
  • 1,394 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.